While no one bit of tech is acing it, platforms at least have been doing their homework and are delivering. And they are delivering on service, writes Heather Hopkins
If there were a school for adviser tech stacks, the teacher would be calling Back Office System to come sit down at the front next to the well-behaved kid, in the hope they may learn a thing or two from the pupil who gets the good grades. No surprises there. What would likely come as a surprise to many is that the good kid getting the top marks is Adviser Platform. Some commentators would suggest Adviser Platform would be most likely to be held back a year. Yet the adviser reviews we collated for the latest report in the NextWealth Adviser Tech Stack series, show that far from bei...
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